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AEPFX vs HNCTX
AEPFX vs HNCTX Comparison
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AEPFX vs HNCTX Comparison Chart in %
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AEPFX vs. HNCTX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Buy and HNCTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HNCTX (517M). AEPFX pays higher dividends than HNCTX: AEPFX (2.70) vs HNCTX (0.81). AEPFX was incepted earlier than HNCTX: AEPFX (18 years) vs HNCTX (20 years). HNCTX (1.02) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPFX: HNCTX (0) vs AEPFX (250). HNCTX annual gain was more profitable for investors over the last year : 19.42 vs. AEPFX (5.78). HNCTX return over 5 years is better than : 24.86 vs. AEPFX (-3.46).
| AEPFX | HNCTX | AEPFX / HNCTX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.02 | 58% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 2.701 | 11.580 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 517M | 27,273% |
| Annual Yield % from dividends | 2.70 | 0.81 | 335% |
| Returns for 1 year | 5.78 | 19.42 | 30% |
| Returns for 3 years | 17.67 | 50.30 | 35% |
| Returns for 5 years | -3.46 | 24.86 | -14% |
| Returns for 10 years | 53.95 | 110.69 | 49% |
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